VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $204,998 | +0.5% | 1,557 | -9.8% | 0.01% | -12.5% |
| Q4 2023 | $204,029 | -6.3% | 1,726 | +0.5% | 0.01% | -20.0% |
| Q3 2023 | $217,768 | -9.8% | 1,718 | -18.7% | 0.01% | -28.6% |
| Q1 2023 | $241,446 | +5.0% | 2,114 | +11.4% | 0.01% | -12.5% |
| Q4 2022 | $230,009 | -12.9% | 1,897 | -28.6% | 0.02% | -20.0% |
| Q2 2022 | $264,000 | -36.5% | 2,656 | -31.7% | 0.02% | -31.0% |
| Q1 2022 | $416,000 | +90.8% | 3,888 | +72.8% | 0.03% | -65.9% |
| Q1 2017 | $218,000 | -19.0% | 2,250 | -12.5% | 0.08% | -20.6% |
| Q4 2016 | $269,000 | -10.3% | 2,570 | -16.4% | 0.11% | -6.1% |
| Q3 2016 | $300,000 | +13.2% | 3,073 | +10.5% | 0.11% | +6.5% |
| Q2 2016 | $265,000 | +16.2% | 2,781 | +4.5% | 0.11% | +10.3% |
| Q1 2016 | $228,000 | +2.7% | 2,662 | +1.5% | 0.10% | -13.4% |
| Q3 2015 | $222,000 | -34.5% | 2,622 | -15.4% | 0.11% | -34.1% |
| Q1 2015 | $339,000 | +25.6% | 3,100 | +28.1% | 0.17% | +17.2% |
| Q4 2014 | $270,000 | +35.0% | 2,420 | +73.9% | 0.14% | +20.8% |
| Q2 2014 | $200,000 | -9.5% | 1,392 | -19.2% | 0.12% | -20.5% |
| Q1 2014 | $221,000 | -3.9% | 1,722 | -5.5% | 0.15% | -11.2% |
| Q4 2013 | $230,000 | – | 1,822 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 8,986 | $945,000 | 12.19% |
| Beacon Capital Management, Inc. | 1,758,658 | $184,853,000 | 7.56% |
| Allied Investment Advisors, LLC | 86,949 | $9,139,000 | 6.79% |
| Berkeley Capital Partners, LLC | 57,333 | $6,026,000 | 3.39% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,779 | $4,917,000 | 3.21% |
| WP Advisors, LLC | 31,483 | $3,309,000 | 3.08% |
| Regis Management CO LLC | 172,747 | $18,157,000 | 2.71% |
| Tillar-Wenstrup Advisors, LLC | 45,894 | $4,824,000 | 2.62% |
| Summit Equities Inc | 149,002 | $15,661,641,000 | 2.60% |
| Karp Capital Management Corp | 58,019 | $6,098,000 | 2.10% |